Pennsylvania Account Filing Checklist — Special Needs Trust 11-033b is a form that must be completed by individuals who wish to establish a Special Needs Trust in the state of Pennsylvania. It is used to provide for the financial needs of a person with special needs who cannot manage their own financial affairs. The form contains checklists of items that must be completed in order to establish the trust. It includes information such as the name and address of the trustee, the beneficiaries of the trust, and the assets to be included in the trust. There are two types of Pennsylvania Account Filing Checklist — Special Needs Trust 11-033b, one for an individual trust and one for a pooled trust.
Pennsylvania Account Filing Checklist - Special Needs Trust 11-033b
State:
Pennsylvania
Control #:
PA-SKU-2581
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PDF
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Account Filing Checklist - Special Needs Trust 11-033b
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